Richard Haass, Council on Foreign Relations President and Author, “The Bill of Obligations,” says China is increasingly turning up the level of alarm among its neighbors. Anastasia Amoroso, iCapital Chief Investment Strategist, doesn't expect the market to move materially higher from here. Brian Nagel, Oppenheimer Senior Analyst, says consumer spending is holding up quite well. Greg Daco, EY-Parthenon Chief Economist, explains why he thinks core inflation will stay persistent. See omnystudio.com...
Aug 16, 2022•22 min
Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says there is actually income in fixed income for the first time in a long time. Kit Juckes, Societe General Chief FX Strategist, says there is a disconnect between the markets and the Fed's message. Bill Lee, Milken Institute Chief Economist, says it will be hard to find hard intelligence about China outside of private sources. Ellen Wald, Atlantic Council Senior Fellow, says higher oil is the new normal. See omnystudio.com/listener f...
Aug 15, 2022•23 min
Ron Temple, Lazard Asset Management Co-Head of Multi-Asset & Head of US Equity, says we're in the midst of inflation paradigm shift. Stephen Roach, Yale Law School Paul Tsai China Center Senior Fellow, discusses tension between the US and China. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Director, weighs the potential 2024 re-match with Joe Biden and Donald Trump. Dennis Gartman, Chairman of The University Of Akron’s Endowment Fund & Retired Editor o...
Aug 12, 2022•31 min
Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says market may be at an inflection point. Michael Purves, Tallbacken Founder & CEO, examines today's optimism in the market. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says stop worrying whether the Federal Reserve is done raising interest rates because the tightening cycle for financial assets has already ended.Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, weighs recession risks. Andrea Bonomi, Inv...
Aug 11, 2022•33 min
Brian Deese, White House Director of the National Economic Council, says inflation report is a positive signal and says labor market strength will continue. Michael Pond, Barclays Head of Global Inflation-Linked Research, says inflation report reinforces the Barclays view that the Fed is likely to slow the pace of rate hikes to 50 basis points at the September meeting. Michael Gapen, BofA Global Research Head of US Economics, says that inflation will be sticky, particularly in services. Kathy Jo...
Aug 10, 2022•27 min
Claudia Sahm, Jain Family Institute Senior Fellow & Bloomberg Opinion Columnist, sees a disrupted economy beginning to heal. Greg Peters, PGIM Fixed Income Co-CIO, says the bond market is reflecting a new reality. Greg Valliere, AGF Investments Chief US Policy Strategist, explains why the FBI search of Donald Trump's Florida home could be a plus for the former president. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the economy is not out of the woods. Admiral Jam...
Aug 09, 2022•32 min
Joyce Chang, JPMorgan Chair of Global Research, warns of a choppy market ahead. Peter Tchir, Academy Securities Head of Macro Strategy, says a Fed pivot will be negative for equities. Dana Peterson, The Conference Board Chief Economist, says labor shortages are here to stay. Libby Cantrill, PIMCO Head of Public Policy, discusses winners and losers in Democrats’ signature tax and climate bill. See omnystudio.com/listener for privacy information....
Aug 08, 2022•29 min
Marty Walsh, U.S. Secretary of Labor, says current job growth will be sustainable. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says that a 75 basis-point increase will be on the table for the Fed's next meeting. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says it's a good-news-is-bad-news environment, t...
Aug 05, 2022•24 min
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Mastercard CFO Sachin Mehra, who tells Lisa Abramowicz how the company is diversifying around its core card business to expand in B2B payments, develop high-growth financial services, and off...
Aug 04, 2022•23 min
Jordan Rochester, Nomura International G-10 FX Strategist, says he expects the Bank of England to transition to more dovish policy next year. David Blanchflower, Dartmouth College Professor of Economics & Former Bank of England Monetary Policy Committee, says the Bank of England is under huge pressure and the balance of risks is strong to the downside. James Zelter, Apollo Co-President, discusses the alternative asset manager's foray into aircraft leasing and credit strategy. Tom Porcelli, R...
Aug 04, 2022•35 min
Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says we will eventually go through a period of disinflation. Kathy Bostjancic, Oxford Economics Chief US Economist, thinks it's possible to cool the labor market and the economy without seeing a large increase in the unemployment rate. Isaac Boltansky, BTIG Director of Policy Research, says the OPEC+ decision is a slap in the face of the Biden administration. Kristen Bitterly, Citi Global Wealth Management Head of North America...
Aug 03, 2022•24 min
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold as real yields peak. Mark McCormick, TD Global Head of FX Strategy, expects to see a dollar peak by next year. John Ryding, Brean Capital Chief Economic Advisor, says ultimately the runway is too short for a soft landing. See omnystudio.com/listener for privacy information....
Aug 02, 2022•28 min
William Cohen, Chairman & CEO of the Cohen Group, Former Secretary of Defense and Former US Senator, says China would view a visit to Taiwan by Nancy Pelosi as a finger in the eye of Xi Jinping. Lara Rhame, FS Investments Chief US Economist, expects the US economy to continue to weaken. Ed Morse, Citi Global Head of Commodities Research, expects oil to continue its downward draft to the mid $80s. Stuart Kaiser, UBS Head of Equity Derivatives Research, says it's hard to call for a bull market...
Aug 01, 2022•26 min
Vince Reinhart, Dreyfus and Mellon Chief Economist, expects inflation will halve over the next year, which will then allow the Fed to pivot. Barbara Ann Bernard, Wincrest Capital Founder, CEO & CIO, says this is a real stock picker's market. Solita Marcelli, UBS Global Wealth Management Chief Investment Officer of Americas, says this is still a great time to invest for the long-term. Isaac Boltansky, BTIG Policy Research Director, doesn't expect the Inflation Reduction Act to do much to redu...
Jul 29, 2022•25 min
Jonathan Pingle, UBS Chief US Economist, says the guts of the US GDP report look weak. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, is more concerned about the next four quarters going further than today's GDP report. Walter Piecyk, LightShed Partners Technology, Media & Telecom Analyst and Partner, says he sees evidence of a weakening consumer. Jeanine Wai, Barclays Senior Oil & Gas Exploration & Production Analyst, discusses how investors ...
Jul 28, 2022•23 min
Ed Hyman, Evercore ISI Chairman & Founder & Head of Economic Research, says the economy is doing fine now, but it will slow with inflation. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, is seeing rolling bubbles in the economy as it continues to heal. Andrew Hollenhorst, Citi Chief US Economist, says another 75 basis point hike from the Fed wouldn't be surprising. Regina Mayor, KPMG Global Head of Energy, expects triple digit oil prices throu...
Jul 27, 2022•27 min
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Representative French Hill, Republican from Arkansas, says the Fed has to focus on price stability. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Bloomberg Wealth," discusses his interview with Trian Group Founding Partner Nelson Peltz. See omnystudio.com/listener for pri...
Jul 26, 2022•22 min
Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust.com Co-CEO, says the idea of a short, shallow recession is a delusion. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, thinks the Fed will begin pulling back on tightening sooner than next year. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says financials will perform well, even through a mild, technical recession. Steven Englander, Standard Chartered Bank Global Head of G10 FX Researc...
Jul 25, 2022•27 min
Jeff Lacker, Former Richmond Fed President, says the Fed should be willing to tolerate a recession to get inflation down. Rich Greenfield, LightShed Partners Partner and Media and Technology Analyst, believes that Elon Musk will be forced to buy Twitter. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says we must bring trust back into vaccines. Doug Kass, Seabreeze Partners President, expects only a mild and brief recessio...
Jul 22, 2022•29 min
Vassili Serebriakov, UBS FX & Macro Strategist, says the key question for the ECB going forward is going to be the growth-inflation mix. Gilles Moec, AXA Investment Managers Chief Economist Officer, says wage growth data is going to be key for the ECB going forward. Marc Chandler, Bannockburn Chief Market Strategist, thinks the odds of both a European and US recession are increasing. See omnystudio.com/listener for privacy information....
Jul 21, 2022•17 min
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says markets are in a standing mode right now. Blerina Uruci, T. Rowe Price US Economist, says the recession doom and gloom is exaggerated. Jim Bianco, Bianco Research President, says inflation is going to stay a problem. Elsa Lignos, RBC Global Head of FX Strategy, says the bulk of the euro-dollar move is behind us. See omnystudio.com/listener for privacy information....
Jul 20, 2022•24 min
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on General Motors CFO Paul Jacobson, who discusses the company's transformation with David Westin. GM has committed to invest $35B into producing electric and autonomous vehicles, and intends to...
Jul 20, 2022•22 min
David Malpass, World Bank President, says the West needs to prioritize less carbon-intensive energy sources. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the key message in this market is patience. Amrita Sen, Energy Aspects Director of Research, says the oil market is defined by under-investment. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says valuations are at a much more reasonable place than they were a year ago. See omnystudio.com/listener for p...
Jul 19, 2022•22 min
Ken Rogoff, Harvard Professor of Economics & Public Policy & Former IMF Chief Economist, discusses the impact of a stronger US dollar on the global economy and says central banks are "way behind the curve" on cryptocurrency regulation. Mondli Gungubele, South African Minister in the Presidency, discusses how the country is dealing with an economy that is weaker than before the pandemic. Lara Rhame, FS Investments Chief US Economist, says higher rents will put more pressure on inflation. ...
Jul 18, 2022•26 min
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, sees signs of stress on Main Street. Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, explains why a "job-full" recession may be ahead. Tom Michaud, KBW CEO, discusses the state of American banking as Wells Fargo reports second-quarter earnings. Vince Reinhart, Dreyfus & Mellon Chief Economist, says the US Treasury market is less liquid than it was in 1998, calling it part of the consequence of QE. See omn...
Jul 15, 2022•25 min
Larry McDonald, The Bear Traps Report Founder, says credit risk is about to veto the Fed's policy path. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the market is pricing in a recession. Conrad Dequadros, Brean Capital Senior Economic Advisor, says the Fed still has some work to do to get policy tight and inflation down. Andy Blocker, Invesco Head of US Government Affairs, says inflation could have a real impact on the midterm elections. See omnystudio.com/listener for priva...
Jul 14, 2022•22 min
Lindsey Piegza, Stifel Chief Economist, says the Fed is solely focused on inflation and will keep hiking as far as needed. Michael O'Rourke, JonesTrading Chief Market Strategist, expects a rough second half of the year. David Kotok, Cumberland Advisors Chairman & Chief Investment Officer, says this is not a normal inflation shock. Liana Fix, Korber Foundation Program Director, says there is a lot of fear and uncertainty among the German population over rising energy prices. See omnystudio.co...
Jul 13, 2022•20 min
Jordan Rochester, Nomura G-10 Currency Strategist, says the euro may tumble to 90 cents in the coming months. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the move to duration has come. Anna Han, Wells Fargo Securities Equity Strategist, expects volatility to persist until the Fed eases. Ellen Wald, The Atlantic Council Senior Fellow, says Russia is holding the cards for oil. See omnystudio.com/listener for privacy information....
Jul 12, 2022•22 min
Leon Cooperman, Omega Family Office Chairman & CEO, doesn't expect a bull market anytime soon. George Saravelos, Deutsche Bank Global Head of FX Research, says we've had a very big regime shift in currency markets this year. Sonal Desai, Franklin Templeton Fixed Income CIO, says there may still be further hawkish surprises in store. Michael Shaoul, Marketfield Asset Management CEO, says we are heading for a financial accident in the next few months. See omnystudio.com/listener for privacy in...
Jul 11, 2022•33 min
Marty Walsh, US Secretary of Labor, says jobs report shows US still moving forward on jobs. Former Fed Governor Randy Kroszner and BlackRock Portfolio Manager Jeff Rosenberg react to the June US jobs report. Tobias Harris, Center for American Progress Senior Fellow for Asia, discusses the assassination of Former Prime Minister Shinzo Abe, Japan’s longest-serving premier. Helane Becker, Cowen Senior Research Analyst, discusses outlook for airline industry. See omnystudio.com/listener for privacy ...
Jul 08, 2022•31 min
